Salesforce10 min read Published on: 22 May 2023

Benefits of Salesforce Lightning Migration And Common Challenges

One of the most notable offerings by Salesforce is Salesforce Lightning, a user interface framework that boasts numerous benefits, including an enhanced user experience and cutting-edge functionality. The framework features a responsive design that adapts to various devices, rendering it easy to access and interact with data. Salesforce Lightning is accompanied by the Lightning Data Service, which enables users to work with Salesforce data via JavaScript to connect components to Salesforce data. The Lightning Data Service provides security by making server calls to secure User Interface API endpoints. This article shall delve into the advantages and challenges of lightning migration, providing you with the necessary knowledge to make an informed decision for your organization.

Benefits of Salesforce Lightning migration

Salesforce classic to lightning migration provides an intuitive experience for users and helps them to be efficient and productive.

  • Customizable home page

    With the help of Salesforce Lightning, you can create a personalized Home Page that caters to your organization's unique needs. To do this, access the Lightning App Builder through the Quick Find box and select "Lightning App Builder."

    Then, hit "New," choose "Home Page," and click "Next." Follow the wizard and assign a moniker to your page. Choose the Standard Home Page template and complete the process by clicking "Done."

    You have an empty Home Page at your disposal. Don't forget to save your work by clicking "Save" after dragging and dropping the desired components. Lightning Pages must be activated before your team can access them. Click "Activate" and choose between three options:

    • Making it the default for everyone in the organization.
    • The default for an app
    • Assigning it to specific apps and profile combinations for tailored access

    Finally, hit "Save" to complete the activation process.

  • Better integration with third-party apps

    The integration code is achieved by connecting Salesforce and the third-party app, allowing data exchange. Whenever an action is performed in one party, like altering a customer record in Salesforce, the integration code instantly transmits a message to the third-party app, which can then act upon it. Various technologies are used to enable this integration, such as REST APIs, SOAP APIs, and OAuth authentication, with the help of experienced Salesforce development team.

    Many third-party apps can be integrated with Salesforce Lightning, including popular tools such as:

    • Slack
    • Dropbox
    • Mailchimp
    • DocuSign
    • Google Drive
    • Hubspot
    • Trello
    • Zendesk
    • QuickBooks
    • Microsoft Outlook
  • Real-time analytics

    Salesforce Lightning's Real-Time Analytics feature leverages a streaming API to continuously transmit data to the Salesforce platform as it's generated. The data is then processed and analyzed on the fly, empowering users to make snap, data-driven decisions. Many technologies, including Apache Kafka, Apache Storm, and Apache Spark Streaming, fuel Real-Time Analytics. These powerful tools allow Salesforce to scrutinize vast quantities of data in real time, providing users with insights illuminating their decision-making.

    Real-Time Analytics has myriad applications, including monitoring customer behavior, tracking sales performance, scrutinizing marketing campaigns, monitoring website traffic and social media activity, and enabling businesses to respond nimbly to shifting trends and evolving customer behaviors.

  • Enhanced email capabilities

    The Salesforce Lightning's Enhanced Email Capabilities is an innovative feature that facilitates the convenient management of electronic messages within the Salesforce platform. It seamlessly integrates with diverse email providers, including the popular Gmail and Outlook, and allows users to send, receive effortlessly, and track emails without leaving the Salesforce environment. The Enhanced Email Capabilities code is an intricate web of technologies, including email protocols (IMAP, SMTP), APIs, and email rendering engines.

  • Improved search functionality

    Salesforce Lightning's Improved Search Functionality feature enables users to search records more effectively and swiftly. It employs sophisticated search algorithms and state-of-the-art machine learning technology to provide highly pertinent results based on the user's past search habits and actions. The underlying code operates by scrutinizing the user's search query and cross-referencing it with pertinent records based on various parameters, including keywords and filters.

  • Smarter notifications and reminders

    This feature allows users to stay ahead of their tasks and deadlines. It operates through the transmission of personalized notifications and reminders to users, which are based on their preferences and prior behavioral patterns. The underlying code of this feature comprises a fusion of cutting-edge technologies, including Apex, which is Salesforce's proprietary programming language; Visualforce, an innovative framework for creating customized user interfaces; and the Lightning Component Framework, an advanced UI framework for developing web applications.

  • Enhanced security measures

    Salesforce Lightning is a powerful CRM platform that offers enhanced security measures to keep your data safe. Here are some enhanced security protocols used in Salesforce Lightning:

    • Two-Factor Authentication
    • IP Range Restrictions
    • Encrypted Connections
    • Secure Session Handling
    • Login History Tracking
    • Password Policies
    • Role-Based Access Control
    • Object-Level Security
    • Cross-Site Scripting Protection

Common Salesforce Lightning migration challenges

  • Wrong timings

    One of the main challenges of migrating from Salesforce to Lightning experience is choosing the right time to transition. Migrating at the wrong time can disrupt business operations and cause unnecessary downtime. Considering factors such as peak business season, upcoming sales events, and other critical business activities is important before initiating the lightning migration process.

  • Lack of strategy

    The migration to Lightning experience demands a strategic approach that caters to the unique demands and aspirations of the organization. Lacking a lucid strategy can lead to confusion, with the lightning migration process failing to yield the required outcome.

  • Lack of team readiness

    Salesforce lightning migration requires the buy-in and readiness of the entire team. Lack of readiness can lead to resistance from team members, resulting in a slower adoption process and reduced productivity.

  • Delay in implementation

    The process of migrating to the mesmerizing Lightning experience is a process that demands a substantial investment of time and effort. Any unforeseen delays in the implementation phase may cause chaos in business operations, leading to a colossal cost surge. Therefore, it's important to meticulously plan and execute a clear timeline to ensure the swift and timely completion of the migration process.


If you are searching for a proficient and competent collaborator to help you migrate from Salesforce Classic, look no further than Congruent Software. Our extensive background and understanding of Salesforce allow for a smooth and seamless transition to the new platform, ensuring that all business functions operate without a hitch. Our Salesforce consulting services can cater to your all unique business requirements, and customer support services are second to none, assuring a stress-free migration journey.